Duration
4 days
Overview
Sugar User (1 day)
Learn the essentials of using the Sugar application as a Sugar User.
Summary
Learn the essentials of using the Sugar application as a Sugar User.
Description
This learning pathway will get the everyday Sugar end-user started using the Sugar platform. Examples of what you'll learn include an intro to Sugar modules, how to navigate, working with activities, manage records, and much more.
What you'll learn:
- Understanding Sugar's primary modules and how they work together
- How to navigate and personalize the application
- How to search and filter records
- How to create and manage records and activities
- How to use Activity Streams
- How to use Hint
- How to import and export data
- How to use and create Reports
- How to use Forecasts
- How to use Advanced Workflow
Sugar Executive User (1 day)
Learn the essentials of using the Sugar application as an Executive user.
Summary
Learn the essentials of using the Sugar application as an Executive user.
Description
This learning pathway will get an Executive end-user started using the Sugar platform. Examples of what you'll learn include an intro to Sugar modules, how to navigate, search for the data you need, and much more.
What you'll learn:
- Understanding Sugar's primary modules and how they work together
- How to navigate and personalize the application
- How to search and filter records
- How to create and manage records
- How to use Hint
Sugar Administrators (2 days)
Learn the essentials of getting started as a Sugar Administrator.
Summary
Learn the essentials of getting started as a Sugar Administrator.
Description
Your team depends on you to configure Sugar to meet your organization's business needs and setup requirements. This learning pathway will provide you with the introductory skills necessary Sugar Administration.
What you'll learn:
- Understanding the 5 steps to implementing Sugar
- Understanding Sugar's primary modules and how they work together
- How to navigate and personalize the application
- How to navigate the Sugar Administration Home Page
- How to configure Sugar Email settings
- How to import and export data
- How to configure Forecasting in Sugar
- How to use and create Reports
- How to configure Advanced Workflow
Programme scope, delivery arrangements and suitability are confirmed during enquiry.